Colonial FirstChoice Investments - Acadian Geared Global Equity

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Asset allocation
(28 Feb 2015)

Australian Equities

0%

International Equities

99.12%

Cash

0.88%

Property & Infrastructure

0%

Fixed Interest

0%

Mortgage

0%

Alternatives

0%

Objectives and Strategy

Fund Objective

To maximise risk-adjusted, long-term returns by borrowing to invest in stocks from around the world, while carefully controlling portfolio risk and transaction costs. The option aims to outperform the MSCI World (ex Australia) Index over rolling seven-year periods before fees and taxes.

Fund Strategy

The option's investment strategy is based on the belief that markets are inefficient, creating price anomalies that can be exploited by a disciplined, objective investment process. Acadian's investment approach employs structured stock and peer group valuation models, which are designed to capture a broad range of relevant characteristics such as value, earnings growth and price-related factors. This aims to systematically unearth securities with unrecognised value, as well as improving earnings prospects, to help unlock that value.

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Offer information

Indirect Cost Ratio (ICR)

4.27% (as at 19 May 2014) (Estimated)

Minimum initial investment

$5,000.00

Minimum additional investments

Minimum redemption amount

The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

IMPORTANT: This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Unless otherwise specifically stated or disclosed (such as the InvestSMART Diversified Portfolios Product Disclosure Statement), neither InvestSMART Financial Services Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.